Data Import into Zoho CRM (including Notes)
Published 07 May 2020
Description
Import all of your business data into Zoho CRM with Import2. With a simple process, you can upload accounts, contacts, leads, deals, activities and even notes without complex steps. Choose to import via CSV file or even directly from another app.
1. Connect your Zoho CRM account
2. Choose an import via CSV or App to App
3. Select the type of data you are importing, and map your fields
4. Start the import and see the results within Zoho
The Complete Introduction to CSV
A straightforward and practical exploration of all things CSV, from how to create and open files, converting CSV from other formats and troubleshooting common issues.
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Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another.
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Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed.
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